LVOPX Mutual Fund

LVOPX Mutual Fund

NAV$18.92
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Returns Overview

1 Month
+2.32%
3 Months
-1.35%
6 Months
+0.05%
YTD
+9.46%
1 Year
+13.10%
3 Years (annualized)
+16.22%
5 Years (annualized)
+7.24%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+8.01%
vs Peers
+1.45%

LVOPX Mutual Fund Performance

LVOPX performance across multiple time periods: 1-month 2.32%, YTD 9.46%, 1-year 13.10%, 3-year 16.22%, 5-year 7.24%, 10-year 9.97%.

LVOPX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

LVOPX vs another fund shows side-by-side returns. LVOPX alternatives are available in the Mutual Fund Screener.